Thermal Structures, Inc.

Thermal Structures, Inc., a subsidiary of Heico Aerospace Corp, manufactures thermal insulation products, heat shields, and related aviation components as a prime contractor (99% of recent awards) to the Defense Logistics Agency (DLA) on firm fixed-price purchase orders and delivery orders with no set-aside designation. The company competes full-and-open and does not participate in set-aside categories.

Thermal Structures' customer concentration is extreme and concentrated in a single buyer. DLA Aviation dominates the footprint, accounting for 3,567 awards (94% coverage by count) with $76.3 million in combined potential value. All other customers are substantially smaller; the next-largest customer by dollar magnitude, DLA Land and Maritime, represents only $10.4 million across 370 awards. The company's activity is built on recurring, small-dollar delivery orders and purchase orders under single-award indefinite delivery contracts (IDCs) with DLA Aviation, DLA Land and Maritime, and DLA Troop Support, each valued at $249,999.99 to $250,000. Recent awards show individual delivery order ceilings typically ranging from $3,000 to $87,500, with the largest recent award a $207,288 purchase order for insulation blankets issued to DLA Construction and Equipment in October 2024. Representative prime work includes a $59,849.76 delivery order from DLA Aviation for heat shields under an IDC awarded February 2025, a $86,729.50 delivery order for aircraft thermal insulation under an IDC awarded August 2024, and a $164,153.08 purchase order for insulation blankets from DLA Aviation awarded March 2024.

Thermal Structures holds at least ten single-award IDCs with DLA Aviation, DLA Land and Maritime, and DLA Troop Support, with ceiling values between $249,999.99 and $750,000 and performance periods extending through 2029 and 2030. The largest IDC on file carries a $749,999.99 ceiling with DLA Aviation through January 2030. IDC portfolio work centers on insulation blankets, heat shields, thermal insulation materials, insulation pipe covers, exhaust duct blankets, and coupling insulation for military aircraft maintenance and repair. Activity has remained flat year over year—137 awards in 2022, rising to 162 in 2024, then dropping to only 47 in 2025 and 5 in 2026 (the latter a partial-year snapshot as of mid-July 2026). Only two awards are scheduled to complete within the next twenty-four months, carrying $24 thousand in combined potential value, signaling minimal near-term recompete exposure for the company.

Thermal Structures operates from Corona, California. As a Heico subsidiary, the company serves as a subcontractor on major defense platforms. Recent sub-work includes heat shields for the Lockheed Martin C-130J, insulation blanket assemblies for Apache helicopters under Defense Systems and Solutions, E-2D Advanced Hawkeye aircraft engine parts through Northrop Grumman, PATRIOT system components for Raytheon, and TIGER III thermal shields through Honeywell International. The source identifies Heico's established relationships with Lockheed Martin, Raytheon, Northrop Grumman, and Honeywell as the core prime relationships through which Thermal Structures routes subcontract work.

Thermal Structures competes exclusively in the full-and-open market without SBA set-aside posture. All awards carry "No Set-Aside Used" designation, reflecting the specialized, non-competed nature of the company's thermal management products and its established single-award IDC relationships with DLA. The company's entire prime footprint (99% of awards) sits on DLA IDCs; there is no evidence of positions on government-wide acquisition contracts, GSA Schedules, or other multi-agency vehicles. Competition occurs at the delivery-order level within existing IDC relationships rather than through new vehicle competitions.